State Street SPDR S&P Dividend ETF
1,121 hedge funds and large institutions have $9.07B invested in State Street SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 300 increasing their positions, 472 reducing their positions, and 52 closing their positions.
171% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 52
21% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $8.54M
7% more funds holding
Funds holding: 1,051 → 1,121 (+70)
2% more funds holding in top 10
Funds holding in top 10: 53 → 54 (+1)
4% more capital invested
Capital invested by funds: $8.76B → $9.07B (+$310M)
0.05% less ownership
Funds ownership: 43.51% → 43.46% (-0.05%)
36% less repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 472
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$234M |
| 2 |
ACM
Argent Capital Management
St Louis,
Missouri
|
+$14.2M |
| 3 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$10.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.19M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$87.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$56.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$50.7M |
| 4 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$44.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.8M |
SDY Hedge Fund Activity: Q4 2023 in Review
1,121 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2023, worth a combined $9.07B — up 3.5% from $8.76B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new SDY positions and 52 closed out — a net gain of 89 holders — while 300 added to existing stakes and 472 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $234M. The largest seller was Ameriprise, cutting an estimated $87.7M.
- 1,121 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2023, up from 1,051 in Q3 2023.
- Funds reported $9.07B of State Street SPDR S&P Dividend ETF stock for Q4 2023, up 3.5% quarter-over-quarter.
- 141 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2023 and 52 closed out, a net change of +89 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $234M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2023 was Ameriprise, an estimated $87.7M sold.
Based on aggregated 13F filings for Q4 2023.